Our Process


What You Can Expect from Us

  • To make good on our mission of guiding you along the journey of Planning for a Life Well-Lived™, we must begin with the end in mind. To that end, we'll encourage you to be thoughtful about your goal planning in the beginning as well as along the way.

  • We are available as “life happens” events occur. One of our strongest desires is to know our clients well so that we have the knowledge and tools readily available to assist when opportunities or challenges present themselves.

  • We are flexible in both the timing of when we are available and methods of communication to make meeting participation and communication convenient for you.

  • We typically return phone calls or emails within 24 hours.

  • We take the responsibility for the security and privacy of your information seriously. We provide systems that allow for secure communication and encourage you to embrace them.

  • We love what we do and take pride in doing the best job possible.

  • We earn our fees only by those you pay to us directly. We receive no compensation from any other source, eliminating the inherent conflict of interest associated with product sales.

  • We are committed to helping you make important life choices regarding your most precious resources: time, your own human capital (potential), and the economic opportunities those resources afford.

Six Tenets of our Services

Organization: We'll provide a framework for life simplification and simplified decision-making so that you can spend more time doing the things that you love.

Accountability/Discipline:  We'll gently encourage you stay accountable to your best intentions in the midst of opportunities, challenges and steady-state.

Objectivity: As Fee-OnlyTM advisors, we'll help protect you from yourself by guiding you to think through the emotional vs (financially) technical components of big decisions, and do so without the conflict of interest associated with product sales.

Pro-Activity:  We'll work with you to anticipate your life transitions and stand-by ready to assist when unexpected "life happens" events inevitably occur.

Education: We stay deeply committed to our own continuing education, we'll educate you on the "equations" and "emotions" components of your decisions, and we are wise enough to seek outside guidance when we don't know the answers.

Partnership: We'll work to earn your trust, we'll take time to really get to know you, and we'll work to build a collaborative relationship that helps you achieve your best life possible.



Privacy Policy and Disclosure Statements

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Astoria Strategic Wealth is registered investment adviser. Astoria Strategic Wealth and its representatives may only transact business in those states in which we are registered, or qualify for an exemption or exclusion from registration requirements. To learn more about Astoria Strategic Wealth, please visit the SEC website at - www.adviserinfo.sec.gov

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Astoria Strategic Wealth conducts business by appointment only. A copy of Astoria Strategic Wealth's current written disclosure statement discussing Astoria Strategic Wealth's business operations, services, and fees is available above.

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